AVP/SA, Advisory Trade Specialist, Private Banking, Consumer Banking Group
Full-time
DBS Bank Ltd
Business Function
DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various asset classes and employ the best strategies and product vehicles to cater to each client’s needs. Coupled with partnerships within the DBS network and with global institutions, we strive to build long-term relationships with our Private Banking clients in Asia by providing them with high quality, timely and extensive wealth management, investment and financial solutions. Purpose
This role offers a unique journey into the investment world, providing essential support to our Front Office team and ensuring seamless service for our clients. You will contribute to the efficiency and excellence of investment activities, paving the way for significant career growth within DBS.
Responsibilities
- Execute client investment transactions accurately and efficiently across Structured Products and Alternative Investments for non-tagged PB & TPC accounts.
- Coordinate closely with Front Office to ensure timely and precise execution of client instructions.
- Manage end-to-end trade execution workflows, including pricing, pre-trade checks, voice log and trade execution.
- Support indicative pricing requests and provide execution support for structured product transactions, ensuring alignment with market conditions and internal guidelines.
- Perform rigorous pre-trade checks to ensure completeness of client suitability, and adherence to regulatory and internal control requirements prior to execution.
- Communicate key product features, risks, and execution-related information to clients where required, in accordance with approved communication standards.
- Maintain clear and accurate records of executed trades, ensuring audit readiness.
- In addition, this role also provides execution coverage and continuity of service in the absence of Investment Counsellors.
- Identify and drive improvements in execution processes, controls, and operational efficiency.
- Support ad hoc tasks, work projects and initiatives as assigned.
Requirements
- Bachelor’s degree in Finance, Business, or a related discipline
- Minimum 4 years of relevant experience in financial markets, dealing, or portfolio advisory
- Strong understanding of and keen interest in financial and investment markets
- Solid knowledge across multiple asset classes, including FX, Equities, Fixed Income, OTC derivatives, Structured Products, Funds, and Private Equity
- Excellent communication and interpersonal skills, with the ability to engage effectively with stakeholders
- Strong attention to detail, with the ability to manage multiple time-sensitive requests in a fast-paced environment
- CACS Paper 1 & 2 is required for the role
DBS Asia Central
Job:Product Support
Schedule:Regular
Employee Status:Full time
Vacancy posted 9 hours ago
Similar jobs that could be interesting for youBased on the AVP/SA, Advisory Trade Specialist, Private Banking, Consumer Banking Group in Central, LA vacancy
- ...Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions... ...-worth individuals. Knowledge on trust set-up and private banking products is an advantage. Strong...PrivateFull time
- ...Business Function The Consumer Banking Group (CBG) Data Chapter is dedicated to making data-driven decisions to transform how CBG operates.... ...-end execution and measurement of client campaigns for DBS Private Bank and Treasures Private Client franchise, ensuring the right...PrivateFull time
- ...Business Function DBS’ Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various...PrivateFull timeContract workWork at office
- ...Business Function Here at the DBS Transformation & Data, Group COO, we focus on nurturing the culture of the "World's Best Bank", 2025, 2021, 2019 (Euromoney) and “World’s Best Digital Bank” (Euromoney, 2016 & 2018). Our approach is a combination of both science and...SuggestedFull time
- ...Private Banker 4 Private Banker 4's coordinates the integrated delivery... ...financial planning and advisory concepts to defined Private Wealth... ...needs and in accordance with bank policy, then packages and... ...in community and professional groups as a means of potential client...PrivateLocal area
- ...Business Function Group Operations enables and empowers the bank with efficient, nimble and resilient processes through a strategic focus on productivity, quality & control, technology, people capability and innovation. In Group Operations, we manage the majority of...Full time
$22 - $33 per hour
...: About Us: Umpqua Bank is a publicly traded financial holdings company, headquartered in the Pacific Northwest with 6,000+ employees, which offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following...Full timeTraineeshipWork at officeRemote workFlexible hours- ...Banking Center ManagerThis position is responsible for the overall sales, production... ...through civic organizations or community groups.Sales and business... ...and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management...PrivateBank staffLocal area
- ...guidelines Requirements: University Degree in Business / Accountancy / Banking & Finance Minimum 8 years’ experience in similar field Knowledge of banking and financial services in Consumer / Wealth Management banking is an advantage Good understanding of...Full time
- ...Business Function Group Finance aims to deliver world-class standards in reporting, financial... ...insights and analyses that help the bank make sound business decisions – whether... ...planning, forecasting, and tax and accounting advisory services. The bank is also a certified...Full timeWork experience placement
$77k - $143k
...Bausch & Lomb Place - Rochester, New York 14604 Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs... ...investment solutions. Engages and coordinates the extended advisory team based on client needs. Acts as a client advocate/representative...PrivateFull timeTemporary workWork experience placementWork at officeLocal areaNight shift- ...Business Function DBS Private Banking offers a one-stop, full-service touch-point for total banking requirements and provides the highest level of personalised banking. We have a team of dedicated, experienced investment advisors who identify opportunities in the various...PrivateFull time
- ...Public Safety Services and to public and private entities. We're looking for an Accountant... ...auditing, financial operations, payroll, or banking; OR Six years of full-time experience in... ...does participate in a Career Progression Group Accountant 1, 2, or 3. Contact...PrivateFull timeWork experience placementWork at office
- ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology... .../Veterans About the Team Our Consumer & Community Banking division serves our Chase... ...satisfaction. Our Consumer Banking group helps customers manage their money with checking...Part time
- ...the CompanyOur client is a high-growth, private equity-backed technology solutions platform... ...governance.Oversee cash flow management, banking relationships, debt facilities, and... ...experienced CEO and private equity ownership group to help shape the future of a growing technology...Private
- ...Private BankerWe are actively looking for exceptionally talented... ...within J.P. Morgan's U.S. Private Bank. If you have an... ...platform that has the resources, specialists and intellectual capital to help... ...financial solutions to millions of consumers, small businesses and many of...PrivateTemporary workWork experience placementLocal area
- ...experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset... ...platform that has the resources, specialists and intellectual capital to help you... ...innovative financial solutions to millions of consumers, small businesses and many of the world...PrivateTemporary workWork experience placementLocal area
$37.62k
...appropriate steps to safeguard and protect private and personally identifiable information... ...candidates with prior teller, limited banking, or some retail sales experience who are... ...the bank Educates customers on standard consumer products and digital solutions such as mobile...PrivateFull timeFlexible hours- Red River Bank is seeking a Teller/Personal Banker in Baton Rouge, LA to deliver personalized banking services and handle teller transactions with accuracy. You will evaluate customer financial needs, open new accounts, and cross-sell products while maintaining exceptional...
- ...Business Function Corporate and Investment Banking provides corporate customers with a full range of commercial banking products and services... ...cash management services, current accounts, time deposits, trade finance, working capital finance, term loans and foreign...Full timeFlexible hours
- ...team, part of MLR function. A primary reporting controller for Group regulatory and internal reporting of LCR. The candidate should be... ...changes. Requirements ~ Bachelor’s degree in Finance/accounting/banking disciplines or related experience. ~2-3 years related banking...Full timeOverseas
- ...products and technologies for millions of consumers. We care about each customer interaction... ...’s the position? As a Customer Service Specialist, you’ll report to the Customer Service... ...internet connection plan / speed Must have a private & quiet area to work at home Demonstrate...PrivateWork at officeRemote workWork from homeFlexible hours
- ...obtained in the federal government, a state or local government, or private sector, and must demonstrate the following: • Developing,... ...communicating, and executing plans, policies or procedures across a diverse group of stakeholders at the Federal, state, local, tribal,...PrivateFull timePart timeWork experience placementWork at officeLocal areaRelocationFlexible hours
- ...Job Title This position reports to the Senior Commercial & Private Banking Officer/Market Leader, and responsibilities include generating new Commercial & Private Banking customer relationships, evaluating, authorizing, or recommending approval of commercial real estate...Private
$88k
...The Senior Strength and Conditioning Specialist serves as the lead representative for all... ...representative for Strength and Conditioning for the Group, Regiment, Wing, or Unit when SOF... ...*Minimum 5 Mpbs upload speeds. ~ Private and secure workspace. #LI-Hybrid...PrivateCivilian ContractorFull timeContract workTemporary workLocal areaHome office- ...scope of responsibility spanning financial reporting, treasury, banking relationships, corporate finance, executive reporting, and... ...services, or other project-based organizations.Experience with private equity-backed companies, multi-entity organizations, lender reporting...Private
- ...long term contracts by analyzing assigned group of National Stock Numbers and Federal... ...Summary To qualify for a Sourcing Strategy Specialist, your resume and supporting... ...systems in the Federal service, military, or private sector. Applicants must meet eligibility...PrivateLong term contractFull timeContract workRemote work
- ...Advisor Trainee In Global Private Bank If you enjoy building relationships and helping develop innovative solutions while working in... ...management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the...PrivateFull timeTraineeshipImmediate startVisa sponsorship
- ...Advisor Trainee In Global Private Bank If you enjoy building relationships and helping develop innovative solutions while working in... ...Job Responsibilities: Work with a team of advisors and specialists to bring in new clients and serve existing clients Deliver...PrivateFull timeTraineeshipSummer workImmediate startVisa sponsorship
$95.5k - $135k
...Role description:Arcadis is seeking a mid-level to Senior NEPA Specialist for our Infrastructure team in Louisiana. Our team is known... ...facilities or other infrastructure developments for the public and private sector. Prepare NEPA documents for minor programmatic projects...PrivateFull timeContract workPart time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to AVP/SA, Advisory Trade Specialist, Private Banking, Consumer Banking Group. Be the first to apply!
Related searches



